10 institutions reported holding $13.5M of VANECK MERK GOLD ETF (OUNZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Dogwood Wealth Management LLC ($10.0M), RDA Financial Network ($2.6M), First Heartland Consultants, Inc. ($493,180), Lake Hills Wealth Management, LLC ($244,236), CoreCap Advisors, LLC ($72,279). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dogwood Wealth Management LLC | $10.0M | 259,990 | Added |
| 2 | RDA Financial Network | $2.6M | 68,375 | Added |
| 3 | First Heartland Consultants, Inc. | $493,180 | 12,780 | Added |
| 4 | Lake Hills Wealth Management, LLC | $244,236 | 6,329 | New |
| 5 | CoreCap Advisors, LLC | $72,279 | 1,873 | Hold |
| 6 | ATWOOD & PALMER INC | $28,904 | 749 | Hold |
| 7 | Strategic Investment Solutions, Inc. /IL | $19,295 | 500 | New |
| 8 | Noble Wealth Management PBC | $8,721 | 226 | Hold |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $1,544 | 40 | Hold |
| 10 | Beacon Bank & Trust | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30